If you need to add more users than your subscription currently allows, please refer to changing the number of users on your subscription.
To start setting up your team, go to 'Settings' and 'Manage Users'.
You only need to fill in the fields that will be relevant to that user, as specified below:
1. Setting up an Admin user
Field | Required | Info |
Email Address | Required | Required for login and password recovery |
Password | Required |
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Users Full Name | Required |
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User Group | Required | Sets the users modules and permissions. |
Under Admin Settings |
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Jobs In-Tray | Optional | If the user will manage jobs, add their trays here |
View trays | Optional | Allows the user to view other trays |
Can issue unlock codes? | Optional | Only if unlock codes are enabled in settings |
Status | Required | Set to Active for the user to be able to log in. |
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2. Setting up a Remote user
Field | Required | Info |
Email Address | Required | Required for login and password recovery |
Password | Required |
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Users Full Name | Required |
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User Group | Required | Usually set to 'Engineer' for Remote users. |
Reminder Group | No | Reminders are an Admin feature only |
Jobs In-Tray | No | Trays are an Admin feature only |
View trays | No | Trays are an Admin feature only |
Home location (planner) | Optional | Used for Smart Scheduling. Start typing an address to find and select this users home address. |
Include on Planner? | Required | Set to Yes to schedule jobs for the engineer |
Job Limit (for engineers) | Optional | Prevents Smart Scheduling overbooking the engineer. |
Status | Required | Set to Active for the user to be able to log in. |
3. Engineer Equipment Categories
If you are using Smart Scheduling and your field team/engineers have specific equipment competencies (e.g. refrigeration, gas safe, electrical engineers may have tickets that only allow them to work on specific equipment), you can add these here in the 'Engineer Equipment Categories' section.
Click the 'Add Equipment' button to add equipment to the list for that individual engineer. Smart Scheduling will now include this engineer when suggesting appointments for that equipment type.
If you wish to give priority to an engineer for that equipment, click the grey tick to turn it green. This engineer will now be considered first for appointments in preference to other engineers who can also work the same equipment.
To remove equipment from that engineer's competency list, click the trash icon next to that equipment item.